Click All IBOs tab in the Sales section to navigate to the All IBOs listview The All IBO listview has the following elements: 1.Standard buttons, based on user’s privileges. 2. Quick Search: Type in a few letters for a quick search 3. Paging: View IBO list size, move to the next or previous page 4. […]
Forecasting projects how much revenue your company will be receiving, in order to determine how resources should be allocated, what purchases should be made from suppliers, and what strategic moves should be made. Forecasting is normally done at regular intervals such as monthly, quarterly, etc. The Sales Forecast listview allows to view a forecast summary […]
Priority view is accessed by clicking the Priority tab in the navigation bar. Fig 1: Priority listview This view displays a list of all of your open sales Opportunities and can be used to prioritize your time and determine which Opportunity to focus on. The Priority view groups and displays your opportunities in six categories: […]